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UI User Interface Enhancements

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Add a Notes Field under the Submittals section and include it in report exports

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Guest about 2 months ago in Submittals / UI User Interface Enhancements 3 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 10 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 5 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
Dawn Parents about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 11 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Add photos under subheadings

Instead of adding photos to the bottom of the page, the photo option should be available under each category (workforce, equipment, visitors, weather notes, etc.). This way, when you print a PDF of the daily log, you can see the photos that go alo...
DeAnna Brockway 3 months ago in Daily Log (Daily Report) / Photos / UI User Interface Enhancements 2 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 3 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Emily Sutton over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration